Peter A. Oppeneer

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 12

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • part VII
  • Self-employed Attorney

As filed

Wells Fargo Edvest (s. 529 plan) Vanguard stock index — None

Dodge & Cox stock fund — None — with line 8) — part VII

Amencan Funds Euro-Pacific RS — None — with line 9) — part VII

Badger Meter Inc. Common Stock — None

Nuveen Midcap Growth Op — None — with line 10) — part VII

Heartland Value Plus Inst — None — with line 11) — part VII

Disney Company common stock — Int/Div

Fidelity Small Cap Investment Fund — None — Open — part VII

Harbor Intl Fund Institutional — None — Open — part VII

Baird Mid Cap Invenstment Fund — None — Open — part VII

JPM Value Advance Fund — None — Open — part VII

US Bank checking account — Interest

Spouse's income — 2013 — Self-employed Attorney

These investments are all part of my spouse's retirement account. When her firm changed managers for retirement savings the accounts were migrated to

comparable investment options.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Peter A. Oppeneer | Frix